AlphaSimPlex Group’s Sunoco SUN Stock Holding History

AlphaSimPlex Group’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,889	Closed	-$219K	–	50
2022 Q2	$219K	Buy	+5,889	New	+$240K	1.56%	34

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

AlphaSimPlex Group's SUN Position: Q3 2022 in Review

AlphaSimPlex Group sold out of Sunoco (SUN) in Q3 2022, closing a stake of 5,889 shares — an estimated $219K sold.

AlphaSimPlex Group first reported a position in SUN in Q2 2022 and held it in 1 quarter. The position peaked at $219K in Q2 2022. 168 funds tracked by Wall St. Rank hold SUN as of Q3 2022.

AlphaSimPlex Group reported no remaining Sunoco position as of Q3 2022 after selling out during the quarter.
AlphaSimPlex Group sold 5,889 Sunoco shares in Q3 2022, an estimated $219K.
AlphaSimPlex Group first reported a position in Sunoco in Q2 2022 and held it in 1 quarter.
AlphaSimPlex Group's Sunoco position peaked at $219K in Q2 2022.
168 funds tracked by Wall St. Rank held Sunoco as of Q3 2022.

Based on AlphaSimPlex Group's 13F filing for Q3 2022, filed 8 Nov 2022.